Join Flight Financial Group and Devine Millimet, Attorneys at Law, For a Complimentary Informative Breakfast Covering Three Vital Topics

Attorney Theofilos Vougias, shareholder, will address Estate Planning Hygiene.

What is the importance of Estate Planning?

What is the importance of a business owner’s estate plan?

Should you retitle business interests?

Do you need a non-business component to your estate plan?

Attorney Katherine Battles, Of Counsel, will address Preparing to Sell Your Business.

Are your company documents up-to-date, complete and in compliance with current laws?

Have you conducted a UCC lien search?

Is your business protected by having employees sign restrictive covenant and confidentiality agreements?

Are you familiar with a buyer due diligence process?

Is your company properly positioned for a transition or sale?

Dennis J Tsakiris, Financial Advisor, and Catherine R Paige, RICP, Financial Advisor, will address 5 Retirement Mistakes Business Owners Make.

Have you created a retirement Road Map?

Do you have an exit strategy?

Do you have separate retirement assets?             

Do you have sufficient insurance coverage?